Question

Deal matching custom fields

  • 26 July 2021
  • 1 reply
  • 12 views

Hello!

[PIPEDRIVE]

I would like to create a zap that would change the label of the deal according to start and end date (custom fields).

I am wondering if it would be the best to do it through “deal matching filter” or use webhook ?

 

 


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 7
Badge +12

Hi @Sales 

You may be able to use Pipedrive Workflow Automations instead of a Zap: https://support.pipedrive.com/en/article/workflow-automation